Top picks from Jason Del Vicario, portfolio manager, Hillside Wealth Management, iA Private Wealth
Jason Del Vicario, portfolio manager at Hillside Wealth Management, iA Private Wealth, discusses his top picks: Integrated Diagnostics Holdings PLC, Evolution AB , and Meta Platforms.This is the ‘Life Labs’ equivalent of Egypt with shares trading in London. The business is founder-run and owned, has great returns on invested capital, uses little debt and sports relatively asset-light operations. We recently added to our position at $0.76.
The business is founder-run and owned, has great returns on invested capital, uses little debt and sports asset-light operations. Key risks include: regulatory risk, ‘hit-or-miss’ risk vis-a-vis game innovation and the potential for larger acquisitions to reduce returns on capital; management has told us they favour growth over returns and that’s something we don’t love and will need to monitor going forward.
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